Investor Relations Specialist
4 weeks ago
- Quarterly Reporting - Summary Fund Report (SFR) + Quarterly Investor Report (QFR).
- Update fund level performance (SFR + QFR) and investor letter (QFR only).
- Perform outreach to investment team for portfolio company data and compile quarterly company updates and financial stats, once received (QFR only).
- Coordinate review by fund admin and fund governance (SFR + QFR).
- Coordinate posting of reports with internal and outsourced investor services teams (SFR + QFR).
- Quarterly Investor Calls
- Coordinate timing of quarterly investor calls.
- Coordinate distribution of call details with internal and outsourced investor services teams.
- Compile talking points for investor update calls.
- Fundraising / Marketing
- Pitchbook
- Update deck for quarterly performance updates and other updates.
- Make formatting updates and create new content, as needed.
- Offering Memorandum Supplements
- Update Offering Memorandum supplement for latest performance, new investments or other updates, as necessary.
- Arrange review by internal legal and external counsel and incorporate comments.
- Coordinate posting / distribution with Investor Services.
- Prospective Investor Due Diligence Requests
- Assist with completion of prospective investor due diligence questionnaires (DDQs) and other diligence requests.
- Update specific DDQ for latest performance and any other updates.
- Valuation Process
- Collect / consolidate information from team
- Annual Meeting / Investor Advisory Committee Meetings:
- Invitations:
- Assist with invite list generation and liaise with events team on distribution (Annual Meeting only).
- Send calendar invites to Investor Advisory Committee members for bi-annual meetings.
- Meeting Materials
- Collect / consolidate materials from broader team
- Logistics:
- Work closely with events team to coordinate meeting location and other related logistics (Annual Meeting only).
- Organize onsite logistics for bi-annual Advisory Committee meetings.
What You’ll Bring:
- Strong proficiency in Microsoft Excel and PowerPoint.
- Knoweldge of marketing.
- Willingness to learn.
- Ability to multi-task and manage time effectively.
- Team player and problem solver skills.
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